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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
1176
Private Ocean
California
$42K – – –
PWM
1177
Perigon Wealth Management
California
$42K +$10.9K +115 +38%
KA
1178
Kaizen Advisory
Illinois
$42K +$39.1K +411 New
OSNBOA
1179
Old Second National Bank of Aurora
Illinois
$41K -$11.2K -118 -22%
MSA
1180
Marino Stram & Associates
Massachusetts
$41K +$38.3K +403 New
MOS
1181
MGO One Seven
Ohio
$39K +$36.6K +385 New
CA
1182
Crewe Advisors
Utah
$38K +$36.1K +380 New
MCM
1183
MV Capital Management
Maryland
$37K – – –
CAL
1184
Capital Advisors Ltd
Ohio
$37K +$95 +1 +0.3%
HR
1185
Howe & Rusling
New York
$36K -$24.7K -260 -42%
WCAMG
1186
Woodard & Company Asset Management Group
North Carolina
$36K +$33.6K +353 New
LGWM
1187
Litman Gregory Wealth Management
California
$35K – – –
PRS
1188
Pinkerton Retirement Specialists
Idaho
$35K +$26K +274 +381%
CT
1189
CPF Texas
Texas
$35K +$32.7K +344 New
BCP
1190
Blackhawk Capital Partners
Wisconsin
$35K +$33K +347 New
FPB
1191
First PREMIER Bank
South Dakota
$34K -$2.85K -30 -8%
SCA
1192
Sander Capital Advisors
Washington
$34K +$32.3K +340 New
KJWM
1193
Kiley Juergens Wealth Management
Washington
$34K +$32.5K +342 New
CLOS
1194
Compagnie Lombard Odier SCmA
Switzerland
$33K -$114K -1,202 -79%
GWS
1195
Glassman Wealth Services
Virginia
$33K +$5.04K +53 +19%
ANBT
1196
American National Bank & Trust
Texas
$32K – – –
LF
1197
Lee Financial
Texas
$32K – – –
BBA
1198
Braun-Bostich & Associates
Pennsylvania
$31K +$28.9K +304 New
WAS
1199
WESPAC Advisors SoCal
California
$30K – – –
MIFH
1200
Migdal Insurance & Financial Holdings
Israel
$30K +$8.18K +86 +40%
46 47
48
49 50